See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,053 | $148,978-17.4% | $200,582-38.7% | $84,808+45.1% |
| Participation rate | 93.2% | 84.2%+8.9pp | 86.9%+6.3pp | 68.3%+24.8pp |
| Annual return | 15.55% | 28.16%-12.6pp | 42.33%-26.8pp | 40.90%-25.3pp |
| Employer contribution / active EE | $0 | $4,815-100.0% | $6,419-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $9,646 | $7,142+35.1% | $9,331+3.4% | $4,212+129.0% |
| Admin fee / account holder | $4,346 | $13,977-68.9% | $16,305-73.3% | $7,344-40.8% |